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Calculate Values Relative to a Parent or Peer Group

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Calculate Values Relative to a Parent or Peer Group

You can add a formula that calculates values relative to a parent or peer grouping in a Lightning report. PARENTGROUPVAL calculates values relative to a parent grouping. PREVGROUPVAL calculates values relative to a peer grouping. For example, calculate the proportion of total opportunity amounts from each lead source, or compare sales each month to the previous month.

Required Editions

Available in: Salesforce Classic
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete reports:
Enhanced Folder Sharing
Create and Customize Reports

AND

Report Builder
  1. Edit or create a report that has at least one row grouping and optionally one or more column groupings.
  2. From the Columns section in the report builder, click the column actions icon and select Add Summary Formula.
  3. Enter a column name.
  4. Select the formula output type.
  5. In the left panel, select Functions.
  6. Select PARENTGROUPVAL or PREVGROUPVAL.
  7. In the Display panel, select a specific grouping or groupings (1).
  8. In the Function panel (2), select the grouping or groupings to use in the function.
    The available groupings depend on what you selected in the Display area.

    Edit Summary Formula window with numbered callouts

  9. To add the function to your formula with the selected parameters included, click Insert

    Edit Summary Formula window showing the PARENTGROUPVAL function inserted in the formula area

  10. Add other parameters, functions, and operators to the formula as needed.

    Edit Summary Formula window showing a completed formula with PARENTGROUPVAL

  11. To check the formula, click Validate.
  12. To close the formula builder and add the summary formula column to the report, click Apply.
 
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